SmartDocs
Hedge Fund Software
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About SmartDocs
SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the convenience. All data entered in documents is stored in KYC vaults notifying you of upcoming maturities, ID expiries, and is used to pre-populate all future docs to ensure a 98% time reduction for complex documents.
Other Obsidian Suite products include: IR portals, business intelligence, CRM & more!
Categories & features
- Bonds / Stocks
- Online
- Live Online
- Web-Based, Cloud, SaaS
- Portfolio Analysis
- P&L Calculation
- Investor Reporting
- Investor Accounting
- Fund Management
- Commodity Futures
- Risk Management
- Performance Analysis
- Portfolio Management
- Client Management
- Compliance Reporting
- Accounting Management
- Contact Management
- Compliance Management
- Performance Metrics
- Benchmarking
Reviews
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